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WealthPLAN Partners’s iShares Biotechnology ETF IBB Stock Holding History

WealthPLAN Partners’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-204
Closed -$25.9K – 674
2023
Q2 		$25.9K Sell
204
-5
-2% -$650 ﹤0.01% 631
2023
Q1 		$27K Buy
+209
New +$27.4K ﹤0.01% 667
2022
Q1 		– Sell
-9,084
Closed -$1.2M – 393
2021
Q4 		$1.2M Sell
9,084
-1,718
-16% -$266K 0.08% 160
2021
Q3 		$1.63M Sell
10,802
-19,754
-65% -$3.32M 0.11% 134
2021
Q2 		$5.13M Sell
30,556
-17
-0.1% -$2.62K 0.36% 72
2021
Q1 		$4.59M Buy
30,573
+1,019
+3% +$162K 0.36% 71
2020
Q4 		$4.91M Buy
29,554
+2,038
+7% +$291K 0.42% 69
2020
Q3 		$3.84M Buy
27,516
+19,084
+226% +$2.59M 0.37% 74
2020
Q2 		$1.13M Buy
8,432
+1,357
+19% +$173K 0.12% 114
2020
Q1 		$913K Buy
+7,075
New +$815K 0.12% 114
2017
Q2 		– Sell
-915
Closed -$87.7K – 293
2017
Q1 		$87.7K Buy
+915
New +$87.6K 0.3% 62
2016
Q3 		$134K Buy
1,395
+108
+8% +$10.3K 0.04% 200
2016
Q2 		$100K Buy
+1,287
New +$115K 0.01% 614
2015
Q4 		$179K Buy
+2,187
New +$237K 0.03% 285
2015
Q2 		$37K Sell
300
-1,503
-83% -$180K 0.02% 205
2015
Q1 		$199K Buy
+1,803
New +$199K 0.09% 114

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's IBB Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 204 shares — an estimated $25.9K sold.

WealthPLAN Partners first reported a position in IBB in Q1 2015 and held it in 16 quarters. The position peaked at $5.13M in Q2 2021. 833 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 204 iShares Biotechnology ETF shares in Q3 2023, an estimated $25.9K.
  • WealthPLAN Partners first reported a position in iShares Biotechnology ETF in Q1 2015 and held it in 16 quarters.
  • WealthPLAN Partners's iShares Biotechnology ETF position peaked at $5.13M in Q2 2021.
  • 833 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.